Latest Institutional Purchases of Ishares Msci Usa Min Vol Facto (USMV)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Min Vol Facto (USMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.16K+ 3.48% |
$189K - $204K
|
64.2K
$6.02M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.16KNew |
$189K - $204K
|
2.16K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.15KNew |
$189K - $204K
|
2.15K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.08K+ 18.46% |
$183K - $197K
|
13.4K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.05K+ 31.51% |
$180K - $194K
|
8.55K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.01K+ 28.4% |
$176K - $190K
|
9.1K
$854K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2K+ 1.54% |
$175K - $189K
|
131K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.98K+ 130.65% |
$174K - $187K
|
3.5K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.91KNew |
$168K - $181K
|
1.91K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.89K+ 2.87% |
$165K - $178K
|
67.6K
$6.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.8K+ 5.07% |
$158K - $170K
|
37.3K
$3.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.79K+ 8.15% |
$157K - $169K
|
23.7K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.74K+ 102.72% |
$152K - $164K
|
3.43K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.7K+ 2.36% |
$149K - $161K
|
73.9K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.65K+ 12.8% |
$145K - $156K
|
14.5K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$137K - $148K
|
1.57K
$147K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 2.55% |
$132K - $143K
|
60.7K
$5.69M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.5K+ 353.9% |
$131K - $141K
|
1.92K
$180K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 13.59% |
$124K - $134K
|
11.8K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.4K+ 5.06% |
$123K - $133K
|
29.1K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.39K+ 8.91% |
$122K - $131K
|
17K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.34K+ 6.32% |
$117K - $126K
|
22.5K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.3K+ 15.22% |
$114K - $123K
|
9.86K
$926K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.29K+ 1.38% |
$113K - $122K
|
94.5K
$8.87M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.26K+ 9.58% |
$111K - $119K
|
14.4K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.25K+ 2.65% |
$109K - $118K
|
48.4K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.16K+ 43.77% |
$102K - $110K
|
3.81K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.15K+ 11.41% |
$101K - $109K
|
11.2K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 304.23% |
$101K - $109K
|
1.53K
$143K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.15K+ 6.07% |
$101K - $109K
|
20.1K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.14K+ 2.4% |
$100K - $108K
|
48.8K
$4.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 3.76% |
$98K - $106K
|
30.9K
$2.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.12K+ 4.91% |
$97.9K - $106K
|
23.9K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.1K+ 13.96% |
$96.1K - $104K
|
8.95K
$840K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.09K+ 218.2% |
$95.7K - $103K
|
1.59K
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.07KNew |
$94K - $101K
|
1.07K
$101K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.41% |
$93.9K - $101K
|
10.5K
$982K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 70.18% |
$91.2K - $98.3K
|
2.52K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.02K+ 1.47% |
$89.3K - $96.2K
|
70.3K
$6.6M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.31% |
$88.8K - $95.7K
|
78.1K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
976+ 4.28% |
$85.6K - $92.3K
|
23.8K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
972+ 15.87% |
$85.2K - $91.9K
|
7.1K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
931+ 2.06% |
$81.6K - $88K
|
46.2K
$4.34M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
903+ 8.73% |
$79.2K - $85.4K
|
11.2K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
842+ 2.74% |
$73.8K - $79.6K
|
31.5K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
821New |
$72K - $77.6K
|
821
$77.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
752+ 0.08% |
$65.9K - $71.1K
|
983K
$92.2M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
751+ 17.27% |
$65.8K - $71K
|
5.1K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
746+ 4.16% |
$65.4K - $70.5K
|
18.7K
$1.75M
|